MA
Y

Menlo Advisors’s Alleghany Corp Y Stock Holding History

Menlo Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,390
Closed -$4.99M – 44
2017
Q2 		$4.99M Hold
8,390
– – 3.67% 10
2017
Q1 		$5.16M Sell
8,390
-421
-5% -$263K 3.88% 9
2016
Q4 		$5.36M Sell
8,811
-348
-4% -$194K 4.31% 7
2016
Q3 		$4.81M Sell
9,159
-16
-0.2% -$8.56K 3.85% 11
2016
Q2 		$5.04M Sell
9,175
-20
-0.2% -$10.4K 4.28% 6
2016
Q1 		$4.56M Sell
9,195
-40
-0.4% -$18.9K 4.19% 8
2015
Q4 		$4.41M Sell
9,235
-826
-8% -$408K 3.88% 11
2015
Q3 		$4.71M Sell
10,061
-158
-2% -$76K 3.7% 10
2015
Q2 		$4.79M Buy
10,219
+8,256
+421% +$3.97M 3.35% 14
2015
Q1 		$955K Buy
+1,963
New +$918K 0.68% 27

Other funds holding Y

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Menlo Advisors's Y Position: Q3 2017 in Review

Menlo Advisors sold out of Alleghany Corp (Y) in Q3 2017, closing a stake of 8,390 shares — an estimated $4.99M sold.

Menlo Advisors first reported a position in Y in Q1 2015 and held it in 10 quarters. The position peaked at $5.36M in Q4 2016. 340 funds tracked by Wall St. Rank hold Y as of Q3 2017.

  • Menlo Advisors reported no remaining Alleghany Corp position as of Q3 2017 after selling out during the quarter.
  • Menlo Advisors sold 8,390 Alleghany Corp shares in Q3 2017, an estimated $4.99M.
  • Menlo Advisors first reported a position in Alleghany Corp in Q1 2015 and held it in 10 quarters.
  • Menlo Advisors's Alleghany Corp position peaked at $5.36M in Q4 2016.
  • 340 funds tracked by Wall St. Rank held Alleghany Corp as of Q3 2017.

Based on Menlo Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.